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《大行報告》匯豐研究上調中電(00002.HK)目標價至60元 評級「持有」
阿思達克 05-17 09:33
匯豐研究發表研究報告指,中電(00002.HK)首季數據顯示,澳洲業務出現企穩跡象,但目前仍受壓,旗下EnergyAustralia(EA)的煤炭供應問題仍然揮之不去,未知復甦是否可持續。 首季中電宣布派第一次中期股息每股0.63元,按年持平,匯豐研究認為主要是受到香港業務平穩發展的支持,同時相信EA業務的潛在好轉將左右公司未來派息增加,維持「持有」評級,目標價從58元提升至60元,表示將等待催化劑迎來更好入市時機。 在技術可行性研究通過後,中電已將香港海上風電項目納入2024至2028發展計劃,該行預測項目資本支出將達到50億元,意味著下一個五年控制計劃資本支出具有潛在的上升空間。
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